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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: JRI who wrote (36301)	4/1/1998 8:32:00 PM
From: K. M. Strickler	Respond to of 176387

jr, You have studied the the stock well! Your crystal ball is as good as any! There will be positions on both sides! Which ever side you take, the other may happen! If you are LONG on DELL then the near future doesn't really matter, now does it? Why don't you go half now and half later? That way you can't be more than half (assed, right, wrong)! Best of Luck! Regards, Ken

To: JRI who wrote (36301)	4/1/1998 10:48:00 PM
From: JUJU1015	Respond to of 176387

hello John,' Welcome to the DELL thread or "Community" as "Smart Money" seems to call SI. Sounds like you have made up your mind to buy DELL. If you want affirmation.....DELL has been very kind to me .....pick your entry.... and become DELLIsh.... Judith

To: JRI who wrote (36301)	4/2/1998 10:36:00 AM
From: SecularBull	Read Replies (2) \| Respond to of 176387

John R., BASED on your concerns, you should probably wait until CPQ announces in a few weeks to buy more DELL. I don't think that CPQ is going to miss the revised numbers, and I think that the negative scenario is already priced into the stock. You'll be in trouble if CPQ beats the numbers (highly unlikely). There's also much more to it than the numbers. My principal question for CPQ is how long do they see it taking before the channel problem is solved? To me this is more important than them hitting the number. In any event, I don't own any CPQ, and wouldn't ever consider buying it as long as DELL continues to execute its strategy well. The p/e for DELL to me seems on target for normal (maybe a bit high). I would not be inclined to be paying more for forward earnings than the current price. I think the near-term downside for DELL is $61 (approx. 45 p/e), but I wouldn't bank on a return to that level. I think that most of the people in the stock now understand that DELL is immune to the CPQ problem, in terms of CPQ dumping inventory and hurting DELL's sales. I think the wild card is the sub-$1000 PC. I don't believe this is a serious concern at present, but I wouldn't count on it remaining benign forever. I think the real benefit to DELL in light of the CPQ debacle is that DELL might actually be able to accelerate growth in terms of percentage of market share. The market may shrink, but DELL will continue to gain. I read somewhere that CPQ's problems could equate to a 3.5-4.0% loss of annual market share for CPQ. Where do you think that's going?????

To: JRI who wrote (36301)	4/3/1998 12:15:00 AM
From: Buffalo Bob	Read Replies (1) \| Respond to of 176387

John, I'd like to tell you about a similar experience I had with INTC. It was Dec. 1994 and Intel was having trouble with their new Pentium processor. A minor flaw was discovered and the stock had taken a pretty good hit. I thought it would be a good time to buy and figured it would be a pretty good entry point since it was about 20% off it's high of that year. The stock hit a low of 58 (split adjusted 14.50). About that time a "well respected analyst" appeared on CNBC and suggested buying the stock at when it hit 50 (split adjusted 12.50). I agonized over whether to buy or not and at what price. I kept checking the price daily and finally decided to wait until it hit $50. Needless to say, the stock never hit $50 and I never bought it. After that I kept hearing that it was overvalued. INTC has traded as high as 102 (408 had it not split) in the last few months and the few bucks I was trying to save and the "well respected analyst" have cost me a lot of money and taught me a hard lesson. The moral of the story...If you're a long term investor...If you feel that DELL is one of the great growth companies of our time...If you have confidence in it's management and believe in it's future and direction, then the decision is easy. Will the stock go straight up? Probably not. Is DELL a volitile stock? Absolutely, most tech stocks are. Will DELL sell more computers in four years than it does right now? I would think it would. If however, you looking to trade the stock short term and make a few points here and there, that's fine, just be aware of the risks. As far as advice, your guess is as good as anyone elses on this board and probably much better than the "well respected analysts". BB